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Monday, December 19, 2011

We looked at inventory levels across our universe.  For the largest 250 names sorted by assets (ex-financials), it appears that inventory levels are up on a quarter over quarter basis.  However, if you remove WalMart (the largest firm in our sample BY FAR), you will see that inventory levels are actually down 0.2% for the remaining firms.  Two take-aways:  (1) WalMart is King of Inventories. (2) The rest of the firms are going to need to “re-stock their shelves” which is good for the economy as a whole (since we are optimists)

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